Building a Cap Gains Tax Exit Plan with Brett Swarts

Ice Cream with Investors

Join Brett Swarts, a leading Capital Gains Tax Deferral Expert and founder of Capital Gains Tax Solutions. As an exclusive Deferred Sales Trust Trustee, he guides millionaires in crafting transformative exit wealth plans. With vast experience in Deferred Sales Trusts, Delaware Statutory Trusts, and over $500M in closed commercial real estate transactions, Brett is a trusted advisor.

He shares insights on using Deferred Sales Trusts to break free from capital gains tax constraints, whether divesting from businesses, real estate, or other appreciating assets. Tune in for a deep dive into optimal timing and wealth preservation strategies.

Show Highlights:

✅01:19 - Who is Brett?

✅05:49 – 1031 exchange

✅11:08 – Real estate strategies

✅20:17 – Deferred sales trust

✅29:21 – Tax depreciation

✅37:20 – Final thoughts

🤝 Connect with our Guest:

Email: [e-mail]

LinkedIn: https://www.linkedin.com/in/brett-swarts/

Facebook: https://www.facebook.com/capitalgainstaxsolutions/

Instagram: https://www.instagram.com/deferredsalestrust/

Twitter: https://twitter.com/1031option

YouTube: https://www.youtube.com/channel/UCAykQNmIWZ0KARBeVWcQxUA

Bigger pockets: https://www.biggerpockets.com/users/BrettSwarts

Website:

www.capitalgainstaxsolutions.com

Book:

https://amzn.to/46Ed6Z2

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Ice Cream with Investors was built on the idea that personal growth directly correlates to financial growth. Whether you want to cultivate wealth or well-being, the first step is reframing your mind.

On our weekly podcast, we sit down with successful investors to learn how they strengthen their mindset muscles and make their money go to work for them. We help our listeners gain confidence, nix negative thinking, and drive life-long change through alternative investments.

Because in a world that’s more pessimistic than not, it’s up to us to seek out the good. And what’s more feel-good than ice cream?

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